On this page, we present all of the funds holding CGSM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGSM, with a link to that fund's top holdings. The next columns indicate the amount of CGSM stock held by each of the funds holding CGSM, followed by the CGSM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 12 funds holding CGSM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Capital Group Private Client Services Inc.. For more details on the positions held by Capital Group Private Client Services Inc. (or by any of the other funds holding CGSM), click the fund name in the "Holder" column of the funds-holding-CGSM table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Capital Group Private Client Services Inc. | 743,629 | $19,212 | 12/31/2023 |
CGSM | 743,629 | $19,212 | 12/31/2023 |
Capital International Investors | 665,000 | $17,180 | 12/31/2023 |
CGSM | 665,000 | $17,180 | 12/31/2023 |
Jane Street Group LLC | 97,318 | $2,514 | 12/31/2023 |
CGSM | 97,318 | $2,514 | 12/31/2023 |
Commonwealth Equity Services LLC | 43,829 | $1,127 | 03/31/2024 |
CGSM | 43,829 | $1,127 | 03/31/2024 |
Advisor Group Holdings Inc. | 27,744 | $717 | 12/31/2023 |
CGSM | 27,744 | $717 | 12/31/2023 |
Pillar Wealth Advisors LLC | 21,535 | $556 | 12/31/2023 |
CGSM | 21,535 | $556 | 12/31/2023 |
Royal Bank of Canada | 9,575 | $247 | 12/31/2023 |
CGSM | 9,575 | $247 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 8,708 | $224 | 03/31/2024 |
CGSM | 8,708 | $224 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 3,212 | $83 | 03/31/2024 |
CGSM | 3,212 | $83 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 1,338 | $35 | 12/31/2023 |
CGSM | 1,338 | $35 | 12/31/2023 |
ICA Group Wealth Management LLC | 800 | $21 | 12/31/2023 |
CGSM | 800 | $21 | 12/31/2023 |
UBS Group AG | 174 | $4 | 12/31/2023 |
CGSM | 174 | $4 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
CGSM | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CGSM
See Details: Top 10 Hedge Funds Holding CGSM
Also See: CGSM Holdings Changes
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